Q: Thoughts on AlGN's recent quarter and as an investment generally. Thanks.
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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Adobe Inc. (ADBE $258.47)
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Meta Platforms Inc. (META $653.97)
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NVIDIA Corporation (NVDA $187.96)
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Roku Inc. (ROKU $89.44)
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CrowdStrike Holdings Inc. (CRWD $428.33)
Q: I have a full position of Fb and am thinking of dumping and taking advantage of other tech stocks that have sold off dramatically. Could you give some names that you think are near the bottom with lots of upside? Thanks
Q: I previously asked you about MDT (November 3, 2021). You suggested to wait till January 2022. My original question has specifics including asking you to confirm certain key ratios. Kindly update your answer, especially in view of yesterday’s positive article on MDT. MDT and other medical equipment businesses have been stumbling due to Covid. I especially like MDT products in my med work, but that of course is not enough reason to buy.
Kindly confirm what you see on Bloomberg for the following:
PEG
FWD P/E
ROE and ROCI
Do you think the value for EV/FCF makes MDT a decent buy today?
Kindly confirm what you see on Bloomberg for the following:
PEG
FWD P/E
ROE and ROCI
Do you think the value for EV/FCF makes MDT a decent buy today?
Q: I think this bio tech etc has recently had a tough time. I know that you recommend it. But,I was wondering whether you think this might be it's time to recuperate it's losses? Do you have something that you like more than this. If so, why? As always thanks for the great service
Q: THOUGHTS ON EARNINGS THANKS.
Q: Your Opinion on Unity quarterly report please. Greg
Q: Xylem's stock price took a 'hit' today. Does the company have a major problem?
With appreciation,
Ed
With appreciation,
Ed
Q: Hello,
How does 5i feel about talking up a position in PYPL and/or FB given its recent pullback ?
How does 5i feel about talking up a position in PYPL and/or FB given its recent pullback ?
Q: I was wondering if you guys had any thoughts on this company? These sorts of positions are clearly long-term in nature, and carry significant risks associated with government regulation, but I have to believe that someday, this will be a real option. I just don't know if it is maybe too early to get into the game. Thanks in advance
Q: CDR's Canadian Depository Receipts.
Would you buy Tesla’s CDR?
How do you buy them?
Thank you.
Would you buy Tesla’s CDR?
How do you buy them?
Thank you.
Q: Your comments on this stock. Would you buy here? Is the dividend safe?
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NVIDIA Corporation (NVDA $187.96)
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Visa Inc. (V $320.34)
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Zscaler Inc. (ZS $170.23)
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Rapid7 Inc. (RPD $7.26)
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CrowdStrike Holdings Inc. (CRWD $428.33)
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Palantir Technologies Inc. (PLTR $133.73)
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Upstart Holdings Inc. (UPST $30.46)
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Affirm Holdings Inc. (AFRM $52.30)
Q: As we move into 2022 I find myself looking for long-term trends that I can believe in and consequently feel safe to invest in. It seems to me that:
1. FINTEC
2. Cyber security
3. Payments
are three such trends. I'm curious if you agree with my three choices and if you do could you suggest a couple of companies in each trend that would be your favourites. Finally, are there other viable long term trends that you think I have missed?
1. FINTEC
2. Cyber security
3. Payments
are three such trends. I'm curious if you agree with my three choices and if you do could you suggest a couple of companies in each trend that would be your favourites. Finally, are there other viable long term trends that you think I have missed?
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Sea Limited American Depositary Shares each representing one Class A (SE $115.36)
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Electronic Arts Inc. (EA $200.06)
Q: Hi 5i,
Could I get your opinion on the future growth prospects of EA? I have owned the stock for 2years in a non-reg account and I am questioning whether it is the best use of my capital compared to companies like SE in the gaming space. SE looks attractive at the current price point and I thinking to make the switch.
Looking at 5 year plus time horizon.
Thank you in advance.
Could I get your opinion on the future growth prospects of EA? I have owned the stock for 2years in a non-reg account and I am questioning whether it is the best use of my capital compared to companies like SE in the gaming space. SE looks attractive at the current price point and I thinking to make the switch.
Looking at 5 year plus time horizon.
Thank you in advance.
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Meta Platforms Inc. (META $653.97)
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Netflix Inc. (NFLX $77.61)
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Roku Inc. (ROKU $89.44)
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Shopify Inc. (SHOP $128.37)
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Upstart Holdings Inc. (UPST $30.46)
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Affirm Holdings Inc. (AFRM $52.30)
Q: For a 5 year hold, With the 23% drop in FB, is it better to sell at a loss in a registered account and buy stocks such as Roku, afrm, upst, Netflix, Shopify? These stocks are also down lately. Would you make the same decision for a 2 year hold?
Q: Hi,
We have a 1.7% position in FB. What’s your take on the earnings? After hours is showing a 20% drop. Were earnings and outlook really that bad? Is this anticipated drop a good opportunity to add?
Thanks,
Kerri
We have a 1.7% position in FB. What’s your take on the earnings? After hours is showing a 20% drop. Were earnings and outlook really that bad? Is this anticipated drop a good opportunity to add?
Thanks,
Kerri
Q: Hi. Thoughts on Q4? Not a cheap stock, but i guess you have to pay up a bit for quality. Thanks
Q: Greetings 5i team.
May I have your updated views on MED please? When do they report next? What is expected? Opinion on current fundamentals as well.
Thanks for your help.
May I have your updated views on MED please? When do they report next? What is expected? Opinion on current fundamentals as well.
Thanks for your help.
Q: Looking to diversify geographically by adding US names. Do you see any reason NOT to use approx. 20% of my cash to buy USD tomorrow to buy US stocks?
Q: There has been some recent news indicating a positive outlook for Halozyme Therapeutics future earnings. Please provide 5i's perspective.
Thank you, Patrick
Thank you, Patrick
Q: I want to buy a full position in Google. Would you go all in in now, buy in slowly or wait for weakness?